Registered charity · Devon
South West Lakes Trust
2 Objects2.1 The Objects of the Charity are:(a) The protection and conservation for the public benefit of the natural environment in areas within the South West of England (the “Area of Benefit”); (b) the provision in such parts of the Area of...
- 9 trustees
- Income £5.5m (2025)
Official record Charity Commission · updated 4th October 2026 · Sources
Network
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Who leads it
- John Albert Thomas LEE OBE DLChair · since 2014
- Ashley ShoplandTrustee · since 2023
- Carolyn CadmanTrustee · since 2026
- Corinne Susan FarrellTrustee · since 2026
- Daniel JamesTrustee · since 2018
- Dinah NicholsTrustee · since 2014
- Dr Josephine Traill ThomsonTrustee · since 2019
- Malcolm BellTrustee · since 2013
- Monica Susan ReadTrustee · since 2013
Current trustees as listed by the Charity Commission, which does not publish previous trustees.
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About
- What it does
- Education/training, Arts/culture/heritage/science, Amateur Sport, Environment/conservation/heritage
- Where
- Cornwall, Devon, Somerset
- Website
- www.swlakestrust.org.uk (opens in a new tab)
- Linked company
- South West Lakes Trust
- Registered
- 2000
Income and spending
- YearIncomeSpending
- 2025£5.5m£5.8m
- 2024£5.4m£5.6m
- 2023£4.7m£5.0m
Earlier years
- 2022£5.3m£4.7m
- 2021£4.0m£3.5m
Income trend, 2021 to 2025.
Income source mix, 2025: Government grants 2%. From the charity's annual return.
Charitable objects
2 Objects2.1 The Objects of the Charity are:(a) The protection and conservation for the public benefit of the natural environment in areas within the South West of England (the “Area of Benefit”); (b) the provision in such parts of the Area of Benefit as is appropriate of facilities for recreation and other leisure time occupation in the interests of social welfare both of the public at large and of persons who have need by reason of their youth, age, infirmity or disability, poverty or social and economic circumstances; (c) the education of the public as to flora, fauna, ecology and the natural environment and the conservation of the same; (d) the conservation and preservation for the public benefit of sites, objects and buildings of special archaeological and historic interest within the Area of Benefit; and(e) the promotion of citizenship or community development within the Area of Benefit; where the same shall be exclusively charitable.
Grants received
14 grants · £1,233,851 total360Giving data, published by funders. Coverage only includes funders who publish their grants to 360Giving, so these figures are a floor, not a complete picture.
Top funders
- The National Lottery Heritage Fund · £944,455 (5 grants)
- Sport England · £175,000
- Department for Environment, Food and Rural Affairs · £93,148 (6 grants)
- Department for Culture, Media & Sport · £16,380
- The National Lottery Community Fund · £4,868
Most recent
- Department for Environment, Food and Rural Affairs
- Department for Environment, Food and Rural Affairs
- Department for Environment, Food and Rural Affairs
- Department for Environment, Food and Rural Affairs
- Department for Environment, Food and Rural Affairs
Board analysis
Board DNA
How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.
9 trustees on the board
- John Albert Thomas LEE OBE DL Chair since 2014
- Ashley Shopland since 2023
- Carolyn Cadman since 2026
- Corinne Susan Farrell since 2026
- Dinah Nichols since 2014
- Daniel James since 2018
- Dr Josephine Traill Thomson since 2019
- Malcolm Bell since 2013
- Monica Susan Read since 2013
Trustees past 6 years
- John Albert Thomas LEE OBE DL Chair since 2014
- Dinah Nichols since 2014
- Daniel James since 2018
- Dr Josephine Traill Thomson since 2019
- Malcolm Bell since 2013
- Monica Susan Read since 2013
First-time vs portfolio trustees
First-time (7)
- Ashley Shopland since 2023
- Carolyn Cadman since 2026
- Corinne Susan Farrell since 2026
- Dinah Nichols since 2014
- Daniel James since 2018
- Dr Josephine Traill Thomson since 2019
- Monica Susan Read since 2013
Portfolio (2)
- John Albert Thomas LEE OBE DL Chair since 2014
- Malcolm Bell since 2013
Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Gaps to watch
- Several long-serving trustees could step down together
Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.
Health of the organisation facts side by side - the conclusion is yours
1.3 months of spending held in free reserves · median for charities its size: 3.7 months · was 2.8 in 2021
Sources
Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.
Record details
- Registered charity number
- 1079966
- Status
- Registered
- Governing document
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 8 MARCH 2000 AS AMENDED BY SPECIAL RESOLUTION DATED 13 JUNE 2001 AS AMENDED BY SPECIAL RESOLUTION DATED 17 JANUARY 2008.AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 AUG 2016AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20 JUL 2017AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28 SEP 2017 as amended on 23 Oct 2019 as amended on 27 Sep 2023
- Companies House
- Company number 03946529 · Active
- Contact on the register
- 01566771930 · info@swlakestrust.org.uk
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.
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